Import Data Into Ignite

Get your import file ready

First, you’ll need to get your data into a file. Make sure your data is as complete and accurate as possible when you create the import file. Fill in any missing info, and verify that business names and other information are spelled correctly.

These file formats are supported for importing data:

Comma-separated values (.csv)

• Excel Spreadsheet – Binary format (.xls)
• Excel Workbook – Open XML format (.xlsx)

Important notes:

• You can import up to 300 records at a time.
• Business Name & Website URL (OR) Business Name, City & State are the required fields.
• Make sure the first row in your spreadsheet is a header row (i.e. a row containing column names). Ignite will use those names to determine the appropriate field assignment. (You can always adjust the field assignment if needed.)

Go to the left navigation menu, and click on Import to launch the wizard.

Import your data to Ignite in 3 easy steps:

Step 1 : Upload your file

Step 2 : Field Mapping

Step 3 : Review & Import

Step 1: Upload Your Data File

1 In the import wizard, click on choose a file and navigate to the location where you saved the import file. Select the file, and then choose Open. Alternatively, you can drag and drop the file.

2 Once the file is successfully uploaded, you will see the file name along with the icon. You can remove the file by clicking the () icon next to the file name.

3 Click on Next to go to the next step of the import process, which is Map Fields.

Step 2: Field Mapping

1 On the next screen, map your data file fields to BuzzBoard fields.

2 If you have used the standard field names in your file, they will be automatically mapped by the wizard.

3 If the wizard can’t find a field, you’ll have the opportunity to “map” it yourself. Click on the dropdown next to the Unmapped fields and select an option from the dropdown.

4 The system mandates that the Business Name & Website URL (OR) Business Name, City & State fields must be mapped.

5 If the mandatory fields are not mapped, you will see an error message on the bottom of the screen. In the error message, the mapped fields will show up with a tick icon and the unmapped fields will show up with a cross icon.

6 Until you correct the mapping errors (i.e., map at least one of the required sets of fields), you will continue to get the below popup each time you click on Next.

7 Once all the mandatory fields are mapped appropriately, you’ll see a note at the bottom of the page that reads “All required fields have been mapped”.

8 Once you’re done, click on Next.

Step 3: Review & Import

1 In screen 3, you can review the mapped and unmapped fields. If you’d like any changes, click on the Previous button at the footer to go back to the previous screen. If all looks good, click on Next.

2 After clicking on Next, you will see the below screen (only if you are CRM-enabled user).

3 Contact Setting: If the contact setting is enabled for the user account below, the screen will display after clicking next.

4 No is selected by default. Users can choose Yes if they require contact.

1 The duplicate treatment card will be displayed only for the users who have CRM enabled for their account.

2 This card provides three options for how to handle duplicate files:

• Do not Sync : By selecting Do not Sync, the application will identify the duplicate records across all the user accounts in your CRM tool and will skip importing these records to your CRM.

• Update : By selecting Update, the application will identify the existing records in your CRM and update the fields. Only the data specified in the import file will be updated. This also prevents the updating of empty values.

• Add as new : By selecting Add as New, if the application identifies existing CRM records that match records in the import file, the import file records will be added as new records in your CRM.

3 Once you’ve decided how you want the duplicates handled, click on Import.

4 After clicking on Import, you will see a success popup message.

5 It takes some time to process the data and you will be notified via email when it’s ready. The records will now start processing and the duplicates will be managed as per the selection made by you.

6 Click on OK in the above popup and you will be taken to the Activity log page.

1 Below is the Activity Log page. It gives a summary of all the Import activity that are In Progress or Completed.

2 Each row corresponds to one Import activity.

3 Below is a description of the columns available in the Activity log:

4 When the data file is being processed, the Status column shows the status as In Progress. When the data has been processed, the status changes to Completed.

5 You can see how many records have been successfully imported into Ignite and how many, if any, failed to import. Reasons for failure include duplicate records and validation errors, such as an unrecognized data format or length.

6 For any Import activity with a Failed Status, click on the checkbox beside the file name and navigate to the action menu on the right side of the screen. Click on Download Error File to download a file that will tell you the reason for the failure for that activity.

7 Use the error file to identify and fix the errors. You can then follow the same import process for the corrected records.

8 You will also have an option to download the original file that you uploaded.